See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,290 | $104,251+121.9% | $91,001+154.2% | $147,584+56.7% |
| Participation rate | 87.5% | 78.2%+9.3pp | 75.6%+11.9pp | 82.8%+4.7pp |
| Annual return | 18.60% | 27.06%-8.5pp | 4.60%+14.0pp | 578.55%-559.9pp |
| Employer contribution / active EE | $9,940 | $3,116+219.0% | $2,456+304.8% | $4,876+103.8% |
| Participant deferral / active EE | $5,406 | $4,195+28.9% | $3,547+52.4% | $5,439-0.6% |
| Admin fee / account holder | $9,207 | $8,948+2.9% | $5,417+70.0% | $10,885-15.4% |